Nelson, Van Denburg & Campbell Wealth Management Group, LLC Portfolio Holdings

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.42 Billion
  • Q3 2024

Nelson, Van Denburg & Campbell Wealth Management Group, LLC has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.42 Billion distributed in 3970 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $124M, Ishares Core Dividend Growth E with a value of $106M, Vanguard Mid Cap Value Index F with a value of $83.3M, Vanguard Mid Cap Growth Index with a value of $74.2M, and Ishares Core S&P 500 ETF with a value of $64.5M.

Examining the 13F form we can see an increase of $171M in the current position value, from $2.25B to 2.42B. Also it can be appreciated an additional of 202 stocks purchases and 1 closed positions.

Nelson, Van Denburg & Campbell Wealth Management Group, LLC is based out at Omaha, NE

Below you can find more details about Nelson, Van Denburg & Campbell Wealth Management Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.42 Billion
ETFs: $1.71 Billion
Technology: $161 Million
Financial Services: $156 Million
Industrials: $76.6 Million
Healthcare: $76.3 Million
Consumer Cyclical: $65.5 Million
Communication Services: $46.1 Million
Energy: $44.9 Million
Other: $74.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$124 Million 5.13% of portfolio
323,397
Q3 2024 Added 2.34%
$0
$106 Million 4.38% of portfolio
1,689,589
Q3 2024 Added 2.03%
$0
$83.3 Million 3.45% of portfolio
496,917
Q3 2024 Reduced 0.41%
$0
$74.2 Million 3.07% of portfolio
304,606
Q3 2024 Added 3.35%
$0
$64.5 Million 2.67% of portfolio
111,762
Q3 2024 Added 0.29%
$0
$61.9 Million 2.56% of portfolio
966,128
Q3 2024 Added 8.23%
$610B
$56.7 Million 2.35% of portfolio
123,250
Q3 2024 Added 1.13%
$0
$40 Million 1.65% of portfolio
547,910
Q3 2024 Added 4.65%
$3.68T
$39.5 Million 1.63% of portfolio
169,679
Q3 2024 Reduced 1.96%
$0
$37 Million 1.53% of portfolio
1,969,430
Q3 2024 Added 20.37%
$0
$36.4 Million 1.51% of portfolio
1,845,707
Q3 2024 Added 22.93%
$0
$35.9 Million 1.49% of portfolio
1,740,590
Q3 2024 Added 18.33%
$0
$34.2 Million 1.41% of portfolio
64,812
Q3 2024 Added 0.45%
$0
$32 Million 1.32% of portfolio
368,655
Q3 2024 Added 4.1%
$0
$31.7 Million 1.31% of portfolio
599,173
Q3 2024 Added 2.07%
$0
$29.5 Million 1.22% of portfolio
377,050
Q3 2024 Added 3.25%
$0
$29.1 Million 1.2% of portfolio
550,366
Q3 2024 Reduced 9.03%
$0
$27.6 Million 1.14% of portfolio
497,839
Q3 2024 Added 49.94%
$0
$27.1 Million 1.12% of portfolio
101,261
Q3 2024 Added 4.46%
$0
$25.5 Million 1.05% of portfolio
403,984
Q3 2024 Added 1.56%
$3.1T
$24.9 Million 1.03% of portfolio
57,888
Q3 2024 Added 1.62%
$0
$24.1 Million 1.0% of portfolio
74,801
Q3 2024 Reduced 2.35%
$0
$23.5 Million 0.97% of portfolio
298,028
Q3 2024 Added 3.3%
$0
$23.1 Million 0.96% of portfolio
347,329
Q3 2024 Added 0.83%
$364B
$23.1 Million 0.95% of portfolio
189,874
Q3 2024 Reduced 2.19%
$0
$22.8 Million 0.94% of portfolio
130,396
Q3 2024 Reduced 5.57%
$0
$21.3 Million 0.88% of portfolio
467,400
Q3 2024 Added 3.52%
$0
$20.7 Million 0.86% of portfolio
36,051
Q3 2024 Reduced 1.42%
$0
$19.9 Million 0.82% of portfolio
182,754
Q3 2024 Added 1.93%
$0
$19.6 Million 0.81% of portfolio
366,348
Q3 2024 Added 3.55%
$0
$19.7 Million 0.81% of portfolio
391,553
Q3 2024 Added 4.85%
$0
$19.5 Million 0.81% of portfolio
203,920
Q3 2024 Added 0.71%
$0
$19.2 Million 0.79% of portfolio
391,978
Q3 2024 Added 4.08%
$0
$16.4 Million 0.68% of portfolio
160,314
Q3 2024 Reduced 28.17%
$0
$16.1 Million 0.67% of portfolio
125,764
Q3 2024 Added 30.65%
$0
$16 Million 0.66% of portfolio
201,871
Q3 2024 Added 2.23%
$2.07T
$15.8 Million 0.65% of portfolio
84,776
Q3 2024 Added 14.54%
$0
$15.2 Million 0.63% of portfolio
181,950
Q3 2024 Added 4.68%
$0
$14.8 Million 0.61% of portfolio
73,832
Q3 2024 Reduced 27.27%
$1.27T
$13.5 Million 0.56% of portfolio
23,603
Q3 2024 Reduced 0.86%
$0
$11.6 Million 0.48% of portfolio
221,150
Q3 2024 Reduced 5.82%
$0
$11.3 Million 0.47% of portfolio
235,264
Q3 2024 Reduced 3.6%
$297B
$11.2 Million 0.46% of portfolio
56,556
Q3 2024 Added 23.52%
$514B
$11 Million 0.46% of portfolio
64,614
Q3 2024 Reduced 2.22%
$1.06T
$10.9 Million 0.45% of portfolio
65,645
Q3 2024 Reduced 1.08%
$0
$10.5 Million 0.44% of portfolio
124,601
Q3 2024 Added 0.85%
$144B
$10.4 Million 0.43% of portfolio
42,091
Q3 2024 Reduced 3.35%
$501B
$10.5 Million 0.43% of portfolio
89,396
Q3 2024 Added 1.81%
$0
$10.3 Million 0.42% of portfolio
187,913
Q3 2024 Added 7.18%

Summary

  • Portfolio
  • No. of Stocks 3,970
  • Current Value $2.42 Billion
  • Prior Value $2.25 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 202 stocks
  • Additional Purchases 786 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 684 stocks
Track This Portfolio

Track Nelson, Van Denburg & Campbell Wealth Management Group, LLC Portfolio

Follow Nelson, Van Denburg & Campbell Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Nelson, Van Denburg & Campbell Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nelson, Van Denburg & Campbell Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email